See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,896 | $81,248-81.7% | $155,509-90.4% | $80,856-81.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.16% | 33.31%-26.1pp | 64.67%-57.5pp | 35.59%-28.4pp |
| Employer contribution / active EE | $6,061 | $3,100+95.5% | $4,672+29.7% | $2,755+120.0% |
| Participant deferral / active EE | $469 | $3,452-86.4% | $5,626-91.7% | $4,296-89.1% |
| Admin fee / account holder | $148 | $7,997-98.1% | $15,912-99.1% | $6,918-97.9% |